I have been making Self-Referral calls to people I know from the past. I have been using the opening, “Hi....I'm calling because I'm not sure if something special etc. Do you have a few minutes to talk with me?” I then continue by asking, “Have you ever thought about what your Ideal Life would look like?” A couple times now it has that they won't answer me because they feel inhibited to speak freely as colleagues might be able to hear their answers. As a result I don’t receive any Meaningful, Important, Significant and Compelling information from them. In these cases should I ask if I can call them at a time when they can speak freely?

Article ID: 410
Last updated: 20 Nov, 2019
Yes. And then schedule a phone appointment for that conversation.
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b I am able to supplant the existing planner on the trifold information package that one of the most prominent realtors in my city uses for all her showings/sales/clients. It's a very glossy and first class look. I can have one of the front and center spots for advertising; right next to her business card. She tells me that several clients have said, "We used the inspector you recommended on your package." She doesn't actually recommend any inspector, but their presence on the package has, in her clients' minds, implied a recommendation. This realtor deals with mostly very high-end properties and clients. Do you have any suggestions to format or build a business card-sized ad?
b I have done my first few Financial Road Maps® and 2 people were adamant against recording the meeting. Should I press on without recording or politely disengage with this client. Any suggestions on how to address these concerns beyond the script?
b I'm going to start cold calling companies in my area to try and present the Ideal Life Group Presentation to their employees during their lunch break; a 'lunch n learn.’ I've come up with a basic script to use when making the initial call and I was hoping if you could run your eye over it to see if you think it would be OK or if you have any suggestions.
b When I attend self-referral functions and events and I am able to go deep and put the offer on the table, some of these people believe that they have everything in order and seem to be very organized and know exactly what they want to do with their life, or they say that their accountant does all that . I believe they would gain benefit from the concepts of Values-Based Financial Planning if they had a chance to understand what Values-Based Financial Planning was and may reconsider their own arrangements. Do you have any coaching that would help move these people to the next step in the process, that is accepting the book and a 20 minute conversation over the phone?
b Why isn’t there more of an introduction to the Financial Road Map® conversation to put the discussion in perspective since it’s so different?
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